Wealth Prime Wealth Report

Your Way to Wealth
Now that you’ve learned about the power of the COMBO-K, we want to show you advanced
strategies for growing even more wealth.
PAVE YOUR ROAD TO WEALTH AND FREEDOM
WealthPRIME and RAI (a Silicon Valley Third
Party Administrator) offer business owners and
entrepreneurs advanced and highly customized
financial solutions on a scale only once offered
through one-on-one consulting. You can now take
advantage of the new tax laws, invest in alternative
asset classes, and maximize your wealth to create
the future and life you truly desire.
• Make the Choice: What if wealth was only 1
choice away? All it takes is for you to decide your
path and take the next step.
• Become a Business Owner: Being a business
owner allows you to receive certain tax deductions
that act as the foundation to future wealth creation.
• Build Your Team: You need the right team of
people around you. Select your financial advisor,
CPA, and Third Party Administrator (TPA) carefully.
• Gain Knowledge: Empower yourself with the
right knowledge.
- Use the WealthPRIME calculator to show you
exactly how much you can invest in a cash
balance plan.
- Learn about the new 199A tax deduction and
how it can help reduce your tax burden.
• Accumulate Savings: Accumulate money through
qualified retirement plans.
• Mitigate Your Taxes: Work with WealthPRIME
and your Advisor to uncover ways to help reduce
your income and lessen your tax burdens.
• Drop Your Tax Bracket: Through smart tax
mitigation you can drop your tax bracket and
receive even more tax relief.
• Grow: Grow your wealth by making consistent
and maximum annual contributions into your
retirement plan. Your goal is to grow your
retirement assets to $1 - $3 million.
• Rollover Assets: Once you reach $1 - $3 million
in asset growth, it’s time to close your cash balance
plan and rollover your assets to 401(k) plan.
• Go ROTH: Convert those assets into a Roth
retirement plan. Pay the taxes one time and now
you have what’s called dry powder to invest as you
see fit. Get help from your advisor and TPA to help
you put money aside to pay the taxes.
• Invest in Alternative Assets: Invest your dry
powder in alternative and private company stocks.
• Find the Right Investments: Get in the right
circles and seek out gatekeepers to support you in
locating the right investments.
• Reach Financial Success: Diversify your
investments with your dry powder, work to find
a winning investment, and grow your wealth to
multiple seven figures and beyond.
• Your Final Destination: Reach the success you
desire and live truly free.
TAKE THE NEXT STEP TODAY
If you’re ready to make the choice to build wealth
and live free, call 855-774-6340 or send an email to
Dan@WealthPrime.com.
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